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Margin: the templates

You've read the book. These are the tools from it, as files you can fill in.

Get the templates

Start with the agent register. Most firms find more agents than they expected.

We'll show the links here and send them to your inbox, so you can open them on a laptop. We use your email for the files and, if you tick the box, occasional notes from Allcora.

What's inside

  • A spreadsheet with the arithmetic built in: agent register, cost map, AI budget line, one number a week and the monthly ledger by client
  • A document with one tool per page: price-exposure check, five terms, six levers, decision rule, pricing decision, one-page AI statement, staffing policy and the Monday plan
  • Worked examples from the book on each, ready to overwrite